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Focused investors/Ruane Cunniff LP

Ruane Cunniff LP

As of Q2 2026, Ruane Cunniff LP reported 54 long-equity positions worth $6.43B in aggregate.

Copy-investor backtest

Latest quarter
+7.42%
1-year
+18.15%
3-year
+55.54%
5-year
+39.56%
3-year vs S&P 500
-17.71%
5-year vs S&P 500
-34.13%
5-year top 5
+41.15%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-09-19 from SEC 13F data.

Live quotes available for 102 of 156 rows. Rows without a quote are marked unavailable.

1VRXValeant Pharmaceuticals Intern23.07%Add +0.2%34,298,384$4.33BNo quoteNo quote
2BRK-ABerkshire Hathaway - Cl A10.60%Reduce -1.1%10,461$1.99B$189900.49No quote
3TJXTJX Cos - New8.92%Add +0.1%31,479,277$1.67B$53.15No quote
4FASTFastenal Co5.49%Reduce -0.1%20,803,549$1.03B$49.49No quote
5PCPPrecision Castparts Corp4.15%Reduce -0.9%3,082,641$778.06MNo quoteNo quote
6IDXXIdexx Laboratories Corp.3.73%Reduce -0.3%5,238,390$699.69M$133.57No quote
7BRK-BBerkshire Hathaway - Cl B3.25%Reduce -0.5%4,815,066$609.4M$126.56No quote
8ORLYO Reilly Automotive Inc2.94%Add +0.1%3,661,129$551.37M$150.60No quote
9MAMastercard Inc2.14%Reduce -0.0%5,450,480$400.45M$73.47No quote
10MHKMohawk Industries2.10%Reduce -0.1%2,842,127$393.18M$138.34No quote
11GOOGLGoogle Inc Cl A1.84%Reduce -0.1%590,002$344.96M$584.67No quote
12GOOGGoogle Inc Cl C1.81%New590,600$339.76M$575.28No quote
13RRCRange Resources Corp1.67%Reduce 0.0%3,606,037$313.55M$86.95No quote
14WKCWorld Fuel Services Corp1.61%Reduce -0.7%6,133,366$301.95MNo quoteNo quote
15IBMIBM1.42%Reduce -0.6%1,468,391$266.18M$181.27No quote
16PXPraxair1.35%Reduce -0.2%1,898,588$252.21MNo quoteNo quote
17PRGOPerrigo Co PLC1.33%Reduce -0.1%1,717,063$250.28M$145.76No quote
18VVisa Inc Class A1.26%Reduce -0.1%1,124,329$236.91M$210.71No quote
19SIROSirona Dental Systems Inc1.25%Reduce -2.0%2,851,162$235.11MNo quoteNo quote
20AAPAdvance Auto Parts1.21%Reduce -0.3%1,675,975$226.12M$134.92No quote
21GSGoldman Sachs Group Inc1.20%Reduce -0.4%1,342,047$224.71M$167.44No quote
22WATWaters Corp1.15%Reduce -0.4%2,066,476$215.82M$104.44No quote
23TIFTiffany & Co1.15%Reduce -0.1%2,146,294$215.17MNo quoteNo quote
24CABCabelas Inc. Cl A1.14%Add +59.1%3,414,705$213.08MNo quoteNo quote
25JECJacobs Engineering Group Inc1.12%Add +102.0%3,945,718$210.23MNo quoteNo quote
26OMCOmnicom Group1.10%Reduce -0.2%2,882,820$205.31M$71.22No quote
27PRIPrimerica Inc0.95%Reduce -0.0%3,721,085$178.05M$47.85No quote
28WMTWal-Mart Stores0.89%Reduce -0.2%2,229,021$167.33M$75.07No quote
29SWNSouthwestern Energy Co0.75%Reduce -6.1%3,108,220$141.39MNo quoteNo quote
30AXPAmerican Express0.71%Reduce -0.4%1,398,272$132.65M$94.87No quote
31TRMBTrimble Navigation Ltd.0.67%Reduce -0.3%3,417,899$126.29M$36.95No quote
32DHRDanaher Corp.0.62%Add +0.0%1,474,696$116.1M$78.73No quote
33RBARitchie Bros Auctioneers Inc0.55%Reduce -1.2%4,146,976$102.22MNo quoteNo quote
34COSTCostco Wholesale Corp0.45%Reduce -0.0%740,020$85.22M$115.16No quote
35IACIDIAC Interactivecorp0.44%Add +0.0%1,200,210$83.09MNo quoteNo quote
36BROBrown & Brown Inc.0.44%Reduce -0.4%2,677,335$82.22M$30.71No quote
37QIHUQihoo 360 Technology Co. ADR0.41%-840,000$77.31MNo quoteNo quote
38EMEEmcor Group Inc0.40%Reduce -0.3%1,670,843$74.4M$44.53No quote
39ORCLOracle Corp.0.38%Reduce -46.0%1,763,486$71.47M$40.53No quote
40YNDXYandex NV Shs0.38%New2,000,048$71.28MNo quoteNo quote
41KOCoca Cola Co.0.25%Reduce -4.8%1,097,940$46.51M$42.36No quote
42WSTWest Pharmaceutical Svcs Inc C0.24%Reduce -0.4%1,056,701$44.57M$42.18No quote
43WUBA58.com Inc ADR0.23%New800,000$43.25MNo quoteNo quote
44MHPMcGraw Hill0.22%Reduce -0.2%505,730$41.99MNo quoteNo quote
45IBKRInteractive Brokers Group Inc0.22%-1,736,264$40.44M$23.29No quote
46PXDPioneer Natural Resources Co.0.21%Add +0.4%174,903$40.19MNo quoteNo quote
47CFXColfax Corp0.20%Reduce -0.1%501,400$37.37MNo quoteNo quote
48CNQCanadian Natural Resources0.19%Reduce -0.3%770,797$35.39M$45.91No quote
49CNQRConcur Technologies Inc0.16%Add +3371.6%311,544$29.08MNo quoteNo quote
50ATHNAthenahealth Inc.0.13%New200,000$25.03MNo quoteNo quote
51QCOMQualcomm Inc0.13%Add +0.1%302,342$23.95M$79.20No quote
52GRPNGroupon Inc.0.11%New3,001,417$19.87MNo quoteNo quote
53PEPPepsiCo0.09%Reduce -0.0%188,735$16.86M$89.34No quote
54WFCWells Fargo & Co. New0.08%Add +2.4%294,610$15.49M$52.56No quote
55GLREGreenlight Capital Re Ltd Cl A0.08%-441,764$14.55MNo quoteNo quote
56MCDMcDonalds0.07%Add +0.1%137,469$13.85M$100.74No quote
57PGProcter & Gamble0.07%Reduce -7.2%171,559$13.48M$78.59No quote
58CTRPCtrip.com International Ltd A0.07%New200,000$12.81MNo quoteNo quote
59AONAon PLC0.06%-134,700$12.14M$90.09No quote
60EXPDExpeditors Int'l of Wash. Inc.0.06%Reduce -12.2%247,518$10.93M$44.16No quote
61UNPUnion Pacific0.05%Add +100.4%100,846$10.06M$99.75No quote
62XOMExxon Mobil Corp0.05%Reduce -5.3%88,126$8.87M$100.69No quote
63INWKInnerworkings Inc Com0.05%-1,000,000$8.5MNo quoteNo quote
64REXIResource America Inc Cl A0.04%Add +48.8%897,297$8.39MNo quoteNo quote
65PMPhilip Morris Intl Inc.0.04%Reduce -6.4%95,165$8.02M$84.31No quote
66JNJJohnson & Johnson0.04%Add +0.3%76,012$7.95M$104.62No quote
67CRESYCresud SACIFYA Spon ADR Repstg0.04%-605,247$7.9MNo quoteNo quote
68CATCaterpillar0.04%Add +0.0%69,075$7.51M$108.66No quote
69NVONovo Nordisk A/S ADR0.04%Reduce -33.9%160,492$7.41M$46.19No quote
70COPConocoPhillips0.04%Reduce -1.1%78,983$6.77M$85.73No quote
71BACBank of America Corp0.04%Add +2414.0%438,247$6.74M$15.37No quote
72LLTCLinear Technology Group0.03%Reduce -17.4%138,358$6.51MNo quoteNo quote
73GEGeneral Electric0.03%Reduce -5.2%229,822$6.04M$26.28No quote
74PAMPampa Hldgs SA Spon GDR Reg S0.03%-605,980$5.94MNo quoteNo quote
75KKellogg Co.0.03%Reduce -33.3%90,000$5.91MNo quoteNo quote
76GISGeneral Mills0.03%Reduce -46.8%106,747$5.61M$52.54No quote
77ZTSZoetis Inc.0.03%Add +0.0%173,562$5.6M$32.27No quote
78DEODiageo PLC Sponsored ADR0.02%Reduce -2.1%32,200$4.1M$127.27No quote
79DTVDirectTV0.02%Add +25.5%44,114$3.75MNo quoteNo quote
80VRSKVerisk Analytics Class A0.02%Reduce -1.6%61,899$3.72M$60.02No quote
81DDDu Pont E I De Nemours & Co.0.02%-55,655$3.64M$65.44No quote
82RYRoyal Bk CDA Montreal Que0.02%-50,400$3.6MNo quoteNo quote
83MOAltria Group Inc0.02%Reduce -0.5%85,174$3.57M$41.94No quote
84PGRProgressive Corp. Ohio0.02%Reduce -0.3%137,735$3.49M$25.36No quote
85PSXPhillips 660.02%Reduce -1.1%39,930$3.21M$80.44No quote
86MSFTMicrosoft0.01%Reduce -6.0%59,976$2.5M$41.70No quote
87EIXEdison International0.01%-42,900$2.49MNo quoteNo quote
88FITBFifth Third Bancorp0.01%-114,508$2.45M$21.35No quote
89DISDisney Walt0.01%Add +1.5%27,891$2.39M$85.73No quote
90GHCGraham Holdings Co.0.01%-3,248$2.33M$717.98No quote
91HDHome Depot0.01%Add +1.6%28,728$2.33M$80.97No quote
92HTLDHeartland Express0.01%-101,057$2.16M$21.34No quote
93KFTMondelez International0.01%Reduce -6.2%56,710$2.13MNo quoteNo quote
94CVSCVS Corp.0.01%Reduce -0.1%27,028$2.04M$75.37No quote
95SFUNSoufun Holdings LTD ADR0.01%New200,000$1.96MNo quoteNo quote
96LIILennox International Inc.0.01%Reduce -1.5%19,834$1.78M$89.59No quote
97RDSARoyal Dutch Shell PLC Spon ADR0.01%Reduce -19.6%21,299$1.75MNo quoteNo quote
98USBU.S. Bancorp New - Del.0.01%Add +2.6%30,297$1.31M$43.30No quote
99STISuntrust Banks0.01%-31,203$1.25MNo quoteNo quote
100AAPLApple Computer0.01%Add +626.8%13,409$1.25M$92.92No quote
101JPMJP Morgan Chase & Co.0.01%Add +2.6%19,759$1.14M$57.64No quote
102SHWSherwin Williams Co.0.01%-5,307$1.1M$206.90No quote
103KRFTKraft Foods Group Inc.0.01%-18,038$1.08MNo quoteNo quote
104HDBHDFC Bank Ltd ADR Repstg 3 Shs0.00%Add +0.4%18,241$854K$46.82No quote
105AEPAmerican Electric Power0.00%-15,300$853K$55.75No quote
106ACGLArch Capital Group Ltd0.00%-11,538$663K$57.46No quote
107ROPRoper Industries Inc New0.00%-4,465$652K$146.02No quote
108IEXIdex Corp0.00%-7,985$645K$80.78No quote
109CVXChevronTexaco Corp0.00%Reduce -19.7%4,706$614K$130.47No quote
110TGTTarget Corp0.00%Reduce -6.2%9,495$550K$57.93No quote
111LOWLowe's Companies0.00%Reduce -2.4%10,114$485K$47.95No quote
112RSGRepublic Services Inc Cl A0.00%Reduce -1.2%12,616$479KNo quoteNo quote
113ADPAutomatic Data Processing0.00%-6,011$477K$79.35No quote
114RYAAYRyanair Hldgs PLC Spon ADR0.00%-8,181$456K$55.74No quote
115LMTLockheed Martin Corp.0.00%-2,750$442K$160.73No quote
116LUKLeucadia Nat'l0.00%-16,471$432KNo quoteNo quote
117PSAPublic Storage Inc.0.00%-2,493$427K$171.28No quote
118CMCSKComcast Corp. Spl Cl A0.00%-7,474$399KNo quoteNo quote
119TMOThermo Electron0.00%Add +21.6%3,101$366K$118.03No quote
120SRCLStericycle Inc.0.00%-3,000$355KNo quoteNo quote
121EMREmerson Electric0.00%Add +5.6%5,270$350K$66.41No quote
123ESRXExpress Scripts Holding Co.0.00%Reduce -11.0%5,031$349KNo quoteNo quote
122BBBYQBed Bath & Beyond Inc0.00%Add +0.8%6,080$349KNo quoteNo quote
124TROWPrice T Rowe Group Inc0.00%-4,045$341K$84.30No quote
125VZVerizon Communications0.00%Add +9.7%6,940$340K$48.99No quote
126RHIRobert Half Internat'l0.00%-7,000$334K$47.71No quote
127SEICSEI Investments Co0.00%-10,000$328K$32.80No quote
128PFEPfizer0.00%Reduce -0.3%10,987$326K$29.67No quote
129SLBSchlumberger Ltd0.00%Add +11.4%2,706$319K$117.89No quote
130INTCIntel Corp0.00%Reduce -40.5%10,282$318K$30.93No quote
131AMATApplied Materials0.00%-13,692$309K$22.57No quote
132COCOCorinthian Colleges Inc0.00%-1,000,000$296K$0.30No quote
133BPBP Amoco PLC ADR0.00%-5,548$293K$52.81No quote
134DVNDevon Energy Corporation New0.00%Reduce -38.8%3,645$289K$79.29No quote
135CCitigroup Inc0.00%-6,016$283K$47.04No quote
136MMM3M Company0.00%-1,958$280K$143.00No quote
137BDXBecton Dickinson & Co.0.00%-2,272$269K$118.40No quote
138MRKMerck & Co.0.00%Add +4.5%4,609$267K$57.93No quote
139INDYIshares India 50 ETF0.00%New8,910$258KNo quoteNo quote
140WPPWPP PLC New ADR0.00%Reduce -33.3%2,272$248KNo quoteNo quote
141CLColgate Palmolive Co.0.00%-3,548$242K$68.21No quote
142TECHTechne Corp0.00%-2,540$235K$92.52No quote
143BABoeing0.00%New1,756$223K$126.99No quote
144-Jardine Matheson Hldgs (U$.25CUSIP G507361000.00%-3,600$218KNo quoteNo quote
145ENREnergizer Holdings Inc0.00%New1,782$217K$121.77No quote
146UTXUnited Technologies0.00%New1,873$216KNo quoteNo quote
147ITWIllinois Tool Works0.00%New2,340$205K$87.61No quote
148ITUBITAU Unibanco Holdings S.A. AD0.00%Add +10.3%14,168$204K$14.40No quote
149-Acacia Conservation FundCUSIP 0039931440.00%Add +52.7%72,255$72KNo quoteNo quote
156YBTVQYoung Broadcasting Inc Cl A0.00%-144,865$0No quoteNo quote
155SRMLFStorm Resources Ltd.-Sold0$0No quoteNo quote
154KWKQuicksilver Resources Inc-Sold0$0No quoteNo quote
1535109REGPactera Technology Intl Ltd Sp-Sold0$0No quoteNo quote
152MEGMedia General - Class A-Sold0$0No quoteNo quote
151INXNInterxion Holdings NV-Sold0$0No quoteNo quote
150ICEIntercontinental Exchange Ange-Sold0$0No quoteNo quote